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Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1101
Summit Financial
New Jersey
$517K +$180K +1,830 +53%
CHAM
1102
Clear Harbor Asset Management
Connecticut
$516K +$29.5K +300 +6%
NSIM
1103
North Star Investment Management
Illinois
$513K +$10.2K +104 +2%
HPWM
1104
Highland Private Wealth Management
Washington
$509K -$6.48K -66 -1%
C
1105
Certuity
Florida
$506K -$79.2K -806 -14%
WSCM
1106
Wellington Shields Capital Management
New York
$504K +$29.5K +300 +6%
SCM
1107
SKBA Capital Management
California
$501K -$142K -1,450 -22%
BBWA
1108
Bell & Brown Wealth Advisors
California
$501K +$3.47K +32 +0.7%
SFS
1109
Strategic Financial Services
New York
$499K – – –
PBO
1110
Peoples Bank (Ohio)
Ohio
$498K -$11.3K -115 -2%
IA
1111
IFP Advisors
Florida
$498K +$16.2K +165 +3%
AAS
1112
Annex Advisory Services
Wisconsin
$497K +$497K +5,059 New
JSC
1113
Jackson Square Capital
California
$496K -$9.42K -96 -2%
JFGLC
1114
Johnson Financial Group LLC (Colorado)
Colorado
$495K -$178K -1,813 -26%
FIM
1115
Freedom Investment Management
Connecticut
$495K +$25.4K +259 +5%
CA
1116
Cullinan Associates
Kentucky
$495K +$495K +5,041 New
ISWM
1117
Independent Solutions Wealth Management
New York
$495K – – –
CIC
1118
Crawford Investment Counsel
Georgia
$494K -$25.1K -255 -5%
AIM
1119
Anchor Investment Management
South Carolina
$494K +$96.9K +987 +24%
DIA
1120
Davidson Investment Advisors
Montana
$492K -$14.7K -150 -3%
SM
1121
Southport Management
Wyoming
$491K -$491K -5,000 -50%
XSC
1122
X-Square Capital
Puerto Rico
$490K +$6.87K +70 +1%
LNB
1123
Ledyard National Bank
$489K +$4.23K +43 +0.9%
SWM
1124
Sendero Wealth Management
Texas
$486K +$486K +4,954 New
BW
1125
Bison Wealth
Georgia
$483K -$63.6K -647 -12%
43 44
45
46 47